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Justin Matthew Rivera

ARQ Wealth Advisors, LLC

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About Justin Matthew Rivera

Justin Rivera is a financial advisor with over 9 years of experience in the financial services industry. Justin holds the Series 63, Series 65, Series 7 and SIE licenses. Justin is also a Certified Financial Planner™ and Chartered Financial Analyst®. Justin is currently registered with ARQ Wealth Advisors, LLC and Motley Fool Wealth Management, LLC. Previously, Justin worked with TMF Investments and Vanguard Marketing Corporation. Justin specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Justin has worked with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

Firm Information

Justin Rivera is currently registered with ARQ Wealth Advisors, LLC. ARQ Wealth Advisors, LLC is an investment advisor registered with the SEC. The firm, located in Scottsdale, Arizona, provides financial planning, portfolio management for individuals and businesses, and pension consulting services. ARQ Wealth Advisors manages approximately $520 million in assets for approximately 1342 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
ARQ Wealth Advisors, LLC

14500 N. NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

$520.12M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Rivera’s Registration & Firm History

CO

03/01/2024 - Present

ARQ Wealth Advisors, LLC (Thornton CO)

VA

04/05/2021 - 02/20/2024

TMF INVESTMENTS (ALEXANDRIA VA)

AZ

09/11/2014 - 09/20/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 12/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Matthew Rivera.
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